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20250207 Global Markets & ETF Portfolio Insights and Portfolio Update
Episode 130 β€’ 7th February 2025 β€’ The Money Mosaic β€’ Pastime Agency
00:00:00 00:08:36

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πŸ“ˆ Japan's wages surged πŸ‡―πŸ‡΅ hitting the strongest growth in decades, boosting JPY and reinforcing BoJ's hawkish outlook. Meanwhile, US job openings decline πŸ‡ΊπŸ‡Έ hinting at a cooling economy and supporting a Fed easing stance. Diverging policies drive USD/JPY volatility, with technical analyses showing bearish trends. Risk appetite grows for JPY as geopolitical tensions persist. πŸŒπŸ’±. 🌐 Trade tensions πŸ›‘οΈ impacting markets; tariffs πŸ›’οΈ affect energy sector and corporate earnings. πŸ“‰ Key changes for U.S., Europe, and Asia economies 🌍. 🏦 Portfolio risks include currency & market volatility, emphasizing diversification βš–οΈ and sector allocation πŸ“Š..

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